Top Tech Jobs & Startup Jobs

Handles complex commercial and business banking customer requests through phone and email. Serves as a subject matter expert for treasury and commercial products, researches technical issues, manages escalations, resolves complaints, documents findings, monitors service queues, and communicates resolutions. Works with internal teams and external clients while managing risk and meeting service standards.

Develops profitable commercial banking relationships with companies generating at least $10 million in annual revenue. Responsibilities include new business development, portfolio monitoring, credit and financial statement analysis, relationship strategy, consultative sales, risk management, and coordination with treasury management, capital markets, wealth management, portfolio management, and credit teams. The role also supports public debt issuance, community engagement, client meetings, and guidance for junior relationship managers.

Supports end-to-end commercial transaction execution, including documentation, deal tracking, settlement, accounting coordination, regulatory workflows, fee and wire reconciliation, reporting, and CRM maintenance. Coordinates internal deal teams, syndicate banks, accounting, and operations stakeholders to ensure accurate, timely approvals and execution. Resolves process bottlenecks and compliance issues while managing high-volume transactions and communications.

Leads valuation, monitoring, and strategic management of complex closely held and private investments within fiduciary structures. Reviews financial statements, assesses risk, evaluates corporate actions and transactions, communicates recommendations to clients and advisors, ensures regulatory and fiduciary compliance, and mentors team members.

Manage and grow a portfolio of mid-market commercial clients ($50M–$500M sales) through business development, relationship advisory with C-suite, cross‑selling treasury, lending and capital markets, credit analysis, and coordination with internal partners. Participate in community activities and ensure portfolio risk management.

Sell and manage commercial banking relationships for mid-to-large companies, driving profitable new business and cross-sell of loans, treasury, and capital markets. Perform financial statement analysis and credit assessment, coordinate One Bank partners for tailored solutions, monitor portfolio risk, and represent the bank in community and industry activities.

Develops profitable middle-market banking relationships with companies generating at least $10 million in annual sales. Responsibilities include new business development, portfolio monitoring, financial statement and credit analysis, relationship strategy, commercial product sales, capital markets coordination, risk management, customer meetings, and collaboration with portfolio managers and credit officers. The role also involves community networking, pipeline management through CRM tools, and mentoring junior commercial relationship managers.

Develops profitable commercial banking relationships with companies generating at least $10 million in annual sales. Identifies new business, manages complex client portfolios, analyzes financial statements and credit risk, and coordinates lending, treasury management, capital markets, and wealth management solutions. Builds tailored relationship strategies, monitors portfolio performance, supports credit requests, manages pipelines in CRM systems, and strengthens client and referral networks through meetings, conferences, and community involvement.

Underwrites and monitors commercial credit portfolios, prepares credit approval memos and review materials, evaluates financial statements, covenants, risk ratings, projections, and emerging risks. The analyst performs financial modeling, portfolio reporting, data validation, and documentation reviews, escalating deficiencies and supporting portfolio reviews, special projects, and employee onboarding. The role requires progressively completing underwriting with limited oversight while following banking credit policies and risk controls.

Processes and files investor and insurer mortgage claims within required guidelines. Tracks claim status and proceeds, posts payments, closes accounts, and ensures balances are resolved. Coordinates with attorneys, property preservation vendors, hazard claim vendors, outsourcing providers, and city officials on foreclosure, title, property, and conveyance matters. Maintains compliance with investor requirements, manages operational risk, and supports timely recovery of mortgage-related funds.